Integration
Connect Upsales to Razorpay
When New Activity fires in Upsales, your agent runs Add customer in Razorpay. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Upsales and Razorpay to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Upsales can start in Razorpay
When New Activity in Upsales
then Add customer in Razorpay
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Upsales and Razorpay
Triggers and actions 6 triggers · 40 actions
- New Activity
Triggers when a new activity (to-do or phone call) is created in Upsales.
- New Appointment
Triggers when a new appointment is created in Upsales.
- New Company
Triggers when a new company is created in Upsales.
- New Contact
Triggers when a new contact is created in Upsales.
- New Opportunity
Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.
- New Order
Triggers when a new order (a won deal at 100% probability) is created in Upsales.
- Add order
Creates an order in Upsales for a company, with its stage, owner and product rows.
- Add product
Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.
- Create Contact
Creates a contact person in Upsales, linked to a company.
- Delete company
Deletes a company in Upsales.
- Delete contact
Deletes a contact in Upsales.
- Find a Company
Finds companies in Upsales by name and returns the matching companies.
- Find a Contact
Finds contacts in Upsales by email address or name.
- Find opportunities by criteria
Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.
- Find orders by criteria
Finds won orders in Upsales matching a description, company, stage, owner or contact.
- Find products by criteria
Finds products in Upsales matching a name, article number, category or active status.
- Update opportunity
Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.
- Update order
Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields.
- Add customer
Creates a customer in Razorpay with a name, contact details and optional notes.
- Add invoice
Creates a Razorpay invoice for an existing customer or new customer details, with the line items to bill, and returns the invoice with its payment link.
- Add order
Creates a Razorpay order for a given amount and currency, which a customer payment can then be made against.
- Add payment link
Creates a Razorpay payment link for an amount, optionally tied to a customer, and returns its shareable short URL.
- Add plan
Creates a subscription plan in Razorpay with a billing period, interval and item price.
- Add refund
Creates a refund for a captured Razorpay payment, for the full amount or a partial amount.
- Add subscription
Creates a Razorpay subscription for a plan, optionally with add-ons, an offer and customer notification details.
- Capture payment
Captures an authorized payment, changing its status from authorized to captured.
- Get customer
Returns a Razorpay customer's details by customer ID.
- Get invoice
Returns the full details of a Razorpay invoice by its ID, including customer details, line items, amounts and payment status.
- Get order
Returns the details of a Razorpay order by its ID, including amount, amount paid, status and notes.
- Get payment
Returns the details of a Razorpay payment by its ID, including amount, status, method and notes.
- Get payment link
Returns the details of a payment link (standard or UPI), including its amount, status, customer and payments.
- Get plan
Returns the details of a subscription plan, including its billing period, interval and item pricing.
- Get refund
Returns a single refund by its ID, including amount, status, payment and notes.
- Get settlement
Returns the details of a single settlement, including amount, fees, tax, status and bank reference.
- Get subscription
Returns a Razorpay subscription by its ID, including its plan, status, billing cycle counts and notes.
- List customers
Returns the customers in your Razorpay account (up to 100).
- List invoices
Returns the invoices in your Razorpay account, optionally narrowed to one customer, payment, receipt number or subscription.
- List orders
Returns the orders in your Razorpay account, optionally filtered by receipt, authorization state or creation date range.
- List payment links
Returns the Standard and UPI Payment Links in your Razorpay account, optionally filtered by payment ID or reference ID.
- List payments
Returns the payments on your Razorpay account, optionally limited to a creation date range.
- List plans
Returns the subscription plans in your Razorpay account, optionally limited to a creation date range.
- List refunds
Returns the refunds on your Razorpay account, optionally limited to a creation date range.
- List settlements
Returns the settlements made to your bank account, optionally limited to a date range (up to 100 most recent).
- List subscriptions
Returns the subscriptions in your Razorpay account, optionally filtered by plan and creation date.
- Update customer
Updates an existing customer's name, email or phone number.
- Update payment
Updates the notes on a Razorpay payment and returns the updated payment.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Upsales and Razorpay, answered
What can start an automation from Upsales?
Any of Upsales's 6 triggers in the catalog, including New Activity, New Appointment, New Company and New Contact. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Razorpay when something happens in Upsales?
Any of Razorpay's 28 actions, including Update customer, Update payment, Add customer and Add invoice. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Razorpay to Upsales?
Razorpay has no triggers in the catalog today, so automations start in Upsales. If you need the other direction, ask: your agent reads Razorpay's API documentation and adds it.
Do I have to build a connector for Upsales or Razorpay?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Upsales and Razorpay without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.